Deckers Outdoor Corporation DECK
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Full analysis: 24 Jul 2026
Latest news check: 6 Jun 2026
General analysis — not personal advice.
HOLD
7/10
Confidence
Existing positions can be maintained while new positions await clearer evidence of margin stability.
Strong fundamentals and a debt-free balance sheet are balanced by near-term margin uncertainty and declining sentiment.
Market sentiment
5/10
↓
Trend: Declining
The market focuses on disappointment with the margin outlook despite the company beating expectations.
Price context
The stock trades roughly 17 % below its 52-week high following the earnings reaction, reflecting near-term margin uncertainty but also consolidation around solid fundamentals.
Risk assessment
4/10
Dilution:
Low
Strong cash position and ongoing buybacks
Jurisdiction:
Low
US-based with global distribution
Execution:
Medium
Need to manage tariff and freight impact
Recent changes
- The company reported FY2026 Q4 and full-year results with ~10% Q4 revenue growth, diluted EPS of $7.02, and issued FY2027 revenue guidance of $5.86–$5.91B. The buyback authorization was increased by $3.5B (to ~$5B…
About the company
Deckers Outdoor designs, markets and distributes premium footwear and accessories under the HOKA and UGG brands. The company maintains strong profitability, high gross margins and a debt-free balance sheet with substantial cash.
Sector:
Footwear and apparel
Type:
Retail
Next report
15 Oct 2026
Q2
Catalysts
Oct 2026
Q3 report and holiday sales
High
Jan 2027
Q2 report
High
Horizon:
Bull case
HOKA continues to grow internationally while DTC channels support margins despite near-term headwinds.
Bear case
Higher freight and tariff costs compress gross margins while UGG growth remains modest.
Signal rationale (informational)
Strong fundamentals and a debt-free balance sheet are balanced by near-term margin uncertainty and declining sentiment.
Recent news
- The Q1 FY2027 report on 23 July 2026 showed revenue above 1 billion USD and raised full-year EPS guidance. The stock fell sharply after management warnings about upcoming margin pressure from freight and tariffs.
Key figures
Revenue
FY 2027
USD 1.0B
EBITDA
TTM
USD 1.2B
Net income
FY 2027
USD 130M
Cash
Q1 2027
USD 1.6B
Total debt
Q1 2027
USD 0.0M
Gross margin
FY 2027
56.4%
Shares outstanding
FY 2027
139M
EPS
FY 2027
USD 0.94
Price & valuation
Last close
USD 93.84
Market Cap
USD 13.0B
1 week
-5.5 %
3 months
-0.1 %
12 months
-9.5 %
From 52w high
-24.3 %
From 52w low
+18.0 %
Exchange
NYSE
Type
Retail
Sector
Footwear and apparel
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.